SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 510 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $285,000 | -79.6% | 4,092 | -81.0% | 0.26% | -81.3% |
| Q2 2018 | $1,400,000 | -72.1% | 21,536 | -73.0% | 1.39% | -71.9% |
| Q1 2018 | $5,023,000 | +92.5% | 79,626 | +94.7% | 4.94% | +112.2% |
| Q4 2017 | $2,609,000 | -25.9% | 40,906 | -30.2% | 2.33% | -4.4% |
| Q3 2017 | $3,520,000 | +221.5% | 58,620 | +209.1% | 2.44% | +201.5% |
| Q2 2017 | $1,095,000 | -20.3% | 18,962 | -22.3% | 0.81% | -15.1% |
| Q1 2017 | $1,374,000 | +71.8% | 24,412 | +62.5% | 0.95% | +56.1% |
| Q4 2016 | $800,000 | +3.2% | 15,021 | 0.0% | 0.61% | +2.3% |
| Q3 2016 | $775,000 | -62.9% | 15,021 | -64.2% | 0.60% | -63.5% |
| Q2 2016 | $2,087,000 | -12.0% | 41,924 | -13.7% | 1.63% | -14.2% |
| Q1 2016 | $2,372,000 | +741.1% | 48,566 | +746.0% | 1.90% | +776.5% |
| Q4 2014 | $282,000 | -29.1% | 5,741 | -32.2% | 0.22% | -34.6% |
| Q3 2014 | $398,000 | -50.9% | 8,471 | -51.1% | 0.33% | -50.7% |
| Q2 2014 | $811,000 | -68.7% | 17,322 | -70.1% | 0.67% | -67.8% |
| Q1 2014 | $2,589,000 | -59.0% | 57,897 | -59.6% | 2.09% | -60.7% |
| Q4 2013 | $6,320,000 | +75.8% | 143,371 | +60.3% | 5.33% | +50.2% |
| Q3 2013 | $3,595,000 | +177.0% | 89,413 | +163.2% | 3.55% | +177.8% |
| Q2 2013 | $1,298,000 | – | 33,975 | – | 1.28% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,116,431 | $366,456,864 | 44.66% |
| Leverty Financial Group, LLC | 830,306 | $37,488,296 | 32.07% |
| Adams Wealth Management | 1,869,819 | $84,422,319 | 29.82% |
| Campbell Wealth Management | 4,389,312 | $198,177 | 27.58% |
| Kolinsky Wealth Management, LLC | 456,413 | $20,607 | 23.52% |
| HBK Sorce Advisory LLC | 17,483,096 | $789,362 | 21.24% |
| APPLETON GROUP, LLC | 314,921 | $14,218,674 | 20.85% |
| MONEYWISE, INC. | 608,078 | $27,454,707 | 20.53% |
| Northwest Quadrant Wealth Management, LLC | 1,451,683 | $65,543,461 | 19.98% |
| BlueSky Wealth Advisors, LLC | 1,909,183 | $86,199,624 | 19.06% |